
From AI Agents to Enterprise Budgets, 20 VCs Share Their Predictions on Enterprise Tech in 2025
The tech industry is always evolving, and 2025 promises to be an exciting year for enterprise technology. To gain insights into the latest trends and predictions, we spoke with over 20 venture capitalists from top firms like Insight Partners, Salesforce Ventures, NEA, and more.
In this article, we’ll summarize their key points on what they expect in terms of AI, M&A activity, regulation, and market growth.
AI: Expect a Shift
The conversation began with the future of AI. Many VCs believe that mega M&A deals are likely to return, especially for leading AI companies. There’s an increasing focus on AI-powered startups, which could lead to more strategic acquisitions in 2025.
Additionally, AI is expected to play a significant role in enhancing enterprise operations. For instance, Andrew Ferguson, vice president at Databricks Ventures, noted that the emphasis will be on “amazing technical founders and technology” rather than scaled businesses.
M&A Activity: A New Wave
The VCs we spoke with are expecting an increase in M&A activity in 2025, driven by strategic acquisitions and growth opportunities. This is partly due to a more favorable regulatory environment.
Paul Drews, managing partner at Salesforce Ventures, pointed out that the public markets are soaring, but there’s still hesitation around IPOs from a private company perspective. This could lead to more consolidation through M&A.
Regulation: A Shift in Focus
The VCs also discussed the impact of potential regulatory changes on enterprise tech. Marell Evans, founder and general partner at Exceptional Capital, mentioned that new FTC leadership under the incoming administration might make hyperscalers more acquisition-friendly for tech and talent.
In a related context, Mike Hayes from Insight Partners expects enterprises to focus on strengthening their inorganic growth through acquisitions in 2025.
Growth Opportunities: A New Era
As we move forward into 2025, it’s essential to consider the broader implications of these predictions. We can expect significant growth opportunities for startups focused on mission-critical solutions with predictable revenue.
In conclusion, this article highlights a range of predictions from experienced venture capitalists across various firms.
Source: techcrunch.com